+41.1%
WSM vs SOXQ
+45.5%
-4.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.1% | +9.6% | +7.0% |
| 7D | +8.0% | -12.1% | +20.1% | +10.4% |
| 30D | +13.5% | -22.0% | +35.5% | +18.9% |
| 3M | +8.8% | -15.6% | +24.4% | +11.9% |
| 6M | +54.7% | -2.4% | +57.1% | +46.3% |
| YTD | +53.3% | +45.4% | +7.9% | +24.3% |
| 1Y | +41.1% | +47.7% | -6.6% | +14.0% |
| All | +41.1% | +45.5% | -4.3% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling